Moonbridge Financial Design, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Moonbridge Financial Design provides fee-only financial planning and discretionary investment management to individuals, families, and small businesses, and has added educational webinars and in-person speaking engagements as a formal service. The firm offers both ongoing and project-based planning and will, when requested, refer clients to outside professionals (e.g., attorneys, tax advisors) without receiving referral compensation.
The firm’s investment approach emphasizes asset allocation and principles of Modern Portfolio Theory, blending passive and active strategies and offering socially responsible/ESG options when clients request them. Moonbridge implements client portfolios primarily through model portfolios and customized strategies on the Altruist Model Marketplace, using platform tools such as rebalancing and tax-loss harvesting while relying on the custodian’s account infrastructure.
Noteworthy features include a concentrated client base—managing about $8.12 million for roughly 15 clients—which underlines a practice focused on individualized planning and account oversight rather than large-scale, aggregated trading; the firm’s stated trading policy is to execute client orders individually rather than in block trades. The firm’s principal maintains CFP and other retirement- and college-planning credentials, and the addition of paid or pro bono educational engagements is an atypical service for a firm of this size.
Client services
Expertise
Fee options
Project-Based Financial Planning fixed fees range from $2,400 to $6,000; Ongoing Financial Planning annual flat fee starting at $6,000 for individuals and $7,500 for couples
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.70% $5,000,001+: 0.40%
Project-Based Financial Planning hourly rate $300 per hour
Minimum fee: Ongoing Financial Planning annual flat fee starting at $6,000 for individuals and $7,500 for couples Fee-only: Financial planning fees only, no commissions or sales-related compensation received.
Main office
Rhinebeck NY
Advisors at this office
1
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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